See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,519 | $99,079-35.9% | $77,999-18.6% | $273,961-76.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | -5.76% | 217.93%-223.7pp | 425.96%-431.7pp | 41.45%-47.2pp |
| Employer contribution / active EE | $2,336 | $3,308-29.4% | $2,470-5.4% | $4,869-52.0% |
| Participant deferral / active EE | $4,372 | $4,306+1.5% | $3,497+25.0% | $5,287-17.3% |
| Admin fee / account holder | $24 | $8,954-99.7% | $5,480-99.6% | $10,132-99.8% |